NewFinancial Analyst JobotFinancial AnalystSan Francisco, CA$21–$32 / hourExperience with Peoplesoft, ERP, Accounting ERP, AP, Payment Plus virtual pay program, financial modeling, financial analysis, Ledger, ERP implementation, Budgeting, Advanced Excel, analyze, FP&A, Vlookup, monthly reporting, annual budget, Forecasting, university or "higher education" or campus or research, Pivot Tables, Accounts Payable system. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewBCBA - Board Certified Behavior Analyst JobotBCBA - Board Certified Behavior AnalystSan Jose, CA$80,000–$87,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work centers on helping children with autism unlock their full potential, and that purpose shapes everything we do, from how we design our programs to how we support our team.
NewAnalyst, Solutions Management Visa Technology and Operations LLCAnalyst, Solutions ManagementSan Francisco, CA$123,000–$190,900 / yearMasters, MBA, JD, MD) • Financial services, crypto, and/or payments industry experience required • High product acumen and solutions mindset • Proven ability to understand, communicate, and problem solve with client on technical solutions • Strategic thinking and thought leadership with subject matter explain in stablecoins and blockchain technology • Teamwork, interpersonal & relationship-building skills, and ability to influence clients and stakeholders based on technical acumen • Acumen with AI tooling for research and prototyping. As the Visa Crypto Solutions Analyst, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers.
Business Analyst III Pinnacle Technical ResourcesBusiness Analyst IIISanta Clara,, CaliforniaContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
OPD Product Manager Analyst Pinnacle Technical ResourcesOPD Product Manager AnalystCupertino,, California$55–$60 / hourContractorThe specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
NewApplications Program Analyst Visa Technology and Operations LLCApplications Program AnalystFoster City, CA$123,000–$190,900 / yearPreferred Qualifications • 2 years or more with an Advanced Degree (Masters/PhD in Computer Science) • Proficiency in implementing and fine-tuning AI models using popular frameworks (e.g., TensorFlow, PyTorch, scikit-learn) • Exposure to leading-edge areas such as Machine Learning, Deep Learning, Stream Computing and MLOps. Translate complex business challenges into clear engineering roadmaps , user requirements, and technical specifications that enable breakthrough innovation across payment flows, fraud intelligence, data products, and real‑time commerce platforms.
SAP Business Systems Analyst Quote to Revenue Pinnacle Technical ResourcesSAP Business Systems Analyst Quote to RevenueSanta Clara,, California$80–$85 / hourContractorThe specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. The ideal candidate will play a critical role in analyzing, designing, and implementing SAP solutions to optimize business operations and support revenue generation.
Fund Banking Analyst StifelFund Banking AnalystSan Francisco, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Transaction Advisory Experienced Manager - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Experienced Manager - Financial Due Diligence (FDD)San Francisco, CA$125,000–$175,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
Financial Analyst Ampcus IncorporatedFinancial AnalystSan Francisco, CA$26.78–$31.78 / hourThe hiring team is seeking an experienced Financial Analyst or AP Analyst who combines strong accounts payable expertise with accounting knowledge, financial analysis, reporting, reconciliations, process improvement, and problem-solving skills. Ampcus Inc. is a certified global provider of a broad range of Technology and Business consulting services.
Senior Financial Analyst, Financial Planning and Analysis, Technical Infrastructure Google LLCSenior Financial Analyst, Financial Planning and Analysis, Technical InfrastructureSunnyvale, CADrive cross-functional projects across Corp Finance and Engineers to enhance technical infrastructure spend reporting and contribute to key initiatives that impact Alphabet"s financials. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.
Senior Financial Analyst, Corporate FP&A Omnidian IncSenior Financial Analyst, Corporate FP&ASan Francisco, CA$101,000–$141,000 / yearCommitted to Parity: We eliminate the "negotiation tax" by placing candidates within the band based on verified professional experience and skill set, not bartering ability, and by giving our best offer up front. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Financial Analyst, Corporate Financial Planning and Analysis Google LLCFinancial Analyst, Corporate Financial Planning and AnalysisSunnyvale, CAAs a Financial Analyst in Corporate Financial Planning and Analysis, you will begin driving key areas within corporate finance, specifically focusing on the ground-up modeling and forecasting of Alphabet"s Cash Flow and Balance Sheet. Prepare weekly reporting materials and variance analyses focused on Balance Sheet and Cash Flow movements, as well as core operational areas including Depreciation, Power, and Equipment.
Senior Financial Analyst, Corporate Financial Planning & Analysis Levi Strauss & CoSenior Financial Analyst, Corporate Financial Planning & AnalysisSan Francisco, CA$92,000–$135,000 / yearThe Senior Financial Analyst, FP&A will support the Digital Technology Organization by managing, analyzing, and forecasting global technology spend, including operating expenses, capital investments, and headcount. You will partner with IT and Finance team members to ensure accurate financial reporting, disciplined investment management, and data‑driven decision-making across the Digital Technology portfolio.
Financial Analyst 2 UCSF Medical CenterFinancial Analyst 2San Francisco, CAPrepares academic and staff fund worksheets for Financial Analyst 3. Assists preparation of corrective Cost transfer, budget appropriations, and payroll expense transfers as directed by Finance Manager. Under the general supervision of the Finance Manager, this position is responsible for assisting with financial analysis to support decision making and requires the ability to execute work accurately and independently and to function effectively under competing priorities.
Senior Financial Analyst Meriwest Credit UnionSenior Financial AnalystSan Jose, CA$99,069.72–$123,837.15 / yearThis includes analyzing the loan portfolio and identifying loan candidates for sale, compiling loan tape for brokers including data required to perform valuation, evaluating indicative pricing from brokers and assessing whether it meets internal profit/loss thresholds, coordinating with Lending/Mortgage departments to gather loan data and documents required for due diligence and settlement. Actively participate in organizing and compiling the annual budget process including working directly with the department managers related to Operating Expense and Fee Income and prepare corresponding budget reports and identify and provide analysis for any significant changes year over year.
Senior Financial Analyst BloomEnergySenior Financial AnalystSan Jose, CA$121,400–$174,600Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm. . In this role, you will support the planning, forecasting, reporting, and analytics for a business or functional area — building models, preparing operating reviews, and partnering with the business on the analyses that drive day-to-day decisions.
Financial Analyst - Entry Level Glydways, Inc.Financial Analyst - Entry LevelRichmond, CAOperating 24/7 with on-demand access, it offers personalized and efficient mobility-without the burden of heavy upfront infrastructure costs or ongoing taxpayer subsidies. Roles & Responsibilities: Build, maintain, and improve financial models for budgeting, forecasting, scenario analysis, and long-range planning.
Principal Financial Analyst Abbott LaboratoriesPrincipal Financial AnalystPleasanton, CAThis includes preparing financial budgets, workforce planning & analysis, assisting with monthly financial closing activities, analysis and review of operating results, assisting business partners with all required finance tasks, ad hoc analysis, and presentations. Perform monthly accounting responsibilities for month-end close including journey entry preparation, spend/headcount review, variance analyses, and reporting of month end results to management.
Principal Financial Analyst AbbottPrincipal Financial AnalystPleasanton, CaliforniaThis includes preparing financial budgets, workforce planning & analysis, assisting with monthly financial closing activities, analysis and review of operating results, assisting business partners with all required finance tasks, ad hoc analysis, and presentations. Perform monthly accounting responsibilities for month-end close including journey entry preparation, spend/headcount review, variance analyses, and reporting of month end results to management.
Financial Analyst, Client Advisory Jordan Park GroupFinancial Analyst, Client AdvisorySan Francisco, CaliforniaThe expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm’s functional areas (e.g., Client Advisory, Investment Team, etc.).
Senior IT Financial Analyst Ross Stores IncSenior IT Financial AnalystDublin, CA$81,000–$121,800 / yearESSENTIAL FUNCTIONS: Perform critical IT portfolio capital/expense management to include; forecasting, expenditure tracking, month end close, Annual Budget/LRP and reporting activities: Partner closely with portfolio leads/project managers to develop monthly capital and expense forecasts that accurately predict business performance and highlight risks and opportunities as appropriate. Financial Analyst will be responsible for performing monthly forecasting, monthly financial close, variance reporting of spend against target and provide executive level updates on financial performance against budget.
Sr. Financial Analyst (28557) Super Micro Computer IncSr. Financial Analyst (28557)San Jose, CA$130,000–$150,000 / yearThe role will contribute to a wide range of analytical activities, including cash flow planning, quotation analysis, forecasting, and ad hoc business support, with a strong focus on integrating financial data across commercial, operational, and accounting views. About Supermicro: Supermicro is a Top Tier provider of advanced server, storage, and networking solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/ Big Data, Hyperscale, HPC and IoT/Embedded customers worldwide.
Sr. Financial Analyst Cirtec Medical CorpSr. Financial AnalystSanta Clara, CA$100,000–$135,000 / yearStrong experience driving key metrics, reporting, and "anticipating" key issues based on forecasts, manufacturing capacity, and partnering with the Operations leadership (Plant Manager) to mitigate risk. A seasoned financial and manufacturing operations professional with at least 7 years of related business experience and a progressive career path in an industrial manufacturing environment, preferably in contract manufacturing, engineering, and machining / molding operations.
Senior Financial Analyst (Purchasing) Ross Stores IncSenior Financial Analyst (Purchasing)Dublin, CA$81,000–$121,800 / yearESSENTIAL FUNCTIONS: Drive the monthly forecasting process to aggregate and understand the expense and capital forecasts for stores and corporate partners and prepare detailed reporting for senior executive audiences. Proficient in Excel (VLOOKUP''s, pivot tables, ability to use formulas to link spreadsheets to extract info needed) as well as ability to learn new business process software applications (PeopleSoft, Hyperion, MicroStrategy, Coupa, Ariba, K2).
Senior Financial Analyst Abbott LaboratoriesSenior Financial AnalystAlameda, CA$90,000–$180,000 / yearGeneral Medical Devices: Our medical devices help more than 10,000 people have healthier hearts, improve quality of life for thousands of people living with chronic pain and movement disorders, and liberate more than 500,000 people with diabetes from routine ngersticks. Responsible for the month-end close process of Global Quality Assurance and Compliance area based in Alameda, CA in compliance with Division and Corporate reporting requirements including among others: Preparation and validation of journal entries (including interaction with Genpact and Corporate Financial Services teams).
Senior Financial Analyst AbbottSenior Financial AnalystAlameda, CaliforniaGeneral Medical Devices: Our medical devices help more than 10,000 people have healthier hearts, improve quality of life for thousands of people living with chronic pain and movement disorders, and liberate more than 500,000 people with diabetes from routine ngersticks. Responsible for the month-end close process of Global Quality Assurance and Compliance area based in Alameda, CA in compliance with Division and Corporate reporting requirements including among others: Preparation and validation of journal entries (including interaction with Genpact and Corporate Financial Services teams).
Financial Analyst Science CorpFinancial AnalystAlameda, CA$120,000–$170,000 / yearKey qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA with 3+ years of experience in FP&A, financial analysis, or related roles, preferably in a technology company. Monitor key financial metrics, including revenue, expenses, profitability, and cash flow, providing variance analysis and recommending corrective actions as needed.
Sr. Financial Analyst Cirtec Medical Corp.Sr. Financial AnalystSanta Clara, CA$100,000–$135,000 / yearFull timeStrong experience driving key metrics, reporting, and “anticipating” key issues based on forecasts, manufacturing capacity, and partnering with the Operations leadership (Plant Manager) to mitigate risk. A seasoned financial and manufacturing operations professional with at least 7 years of related business experience and a progressive career path in an industrial manufacturing environment, preferably in contract manufacturing, engineering, and machining / molding operations.
SR Financial Analyst Patelco Credit UnionSR Financial AnalystDublin, CA$105,004–$131,259 / yearPatelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. Superior Excel and PowerPoint skills working with large volumes of data, validate, using v-lookups and pivot tables, also formatting data in a clear, presentable way.
Senior Financial Analyst KikoffSenior Financial AnalystSan Francisco, CaliforniaYou will serve as a strategic finance partner to Execs and department budget owners – helping them plan headcount, manage vendor spend, and stay on top of their budgets while supporting the company's broader growth objectives. With record revenue growth in 2025 and a unicorn valuation, we've built a suite of products that help millions of people build credit, access liquidity, and save money.
Sr. Financial Analyst Vaco LLCSr. Financial AnalystSan Francisco, CARemote$115,000–$140,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to: The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
Financial Analyst, Google Fi Google LLCFinancial Analyst, Google FiMountain View, CAExcellent financial modeling skills in Google Sheets and proficiency with database querying languages (e.g., SQL/business intelligence platform) to pull and structure fragmented data sets. Build flexible financial models to evaluate promotional structures, device pricing strategies, user unit economics, assessing trade-offs between subscriber growth and per-user business growth.
Principal Financial Analyst Intuit IncPrincipal Financial AnalystMountain View, CAMain responsibilities include: Strategic planning: Be a trusted advisor to the leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. The Global Business Solutions Group ("GBSG") is Intuit's largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking.
Senior Financial Analyst / Associate CopperSenior Financial Analyst / AssociateBerkeley, CaliforniaAll-purpose analytical support: Accounting: Review month-end results; do variance analysis; work with accountants to resolve any open issues; work on longer-term projects such as department creation. Our work has been funded by the Department of Energy, in an effort to reduce reliance on fossil fuels and increase energy resilience with products that are high-performance, safe, intuitive, and robust.
Financial Analyst Pride GlobalFinancial AnalystMountain View, CA$62.42 / hourSaaS Revenue Model Build – Designing and building a new unified SaaS model that works across all SKUs, supporting product expansion as our portfolio grows, with upgrade/downgrade dynamics and add-on revenue streams built in. Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.
Financial Analyst Pride Technologies LLCFinancial AnalystMountain View, CA$52–$62 / hourSaaS Revenue Model Build - Designing and building a new unified SaaS model that works across all SKUs, supporting product expansion as our portfolio grows, with upgrade/downgrade dynamics and add-on revenue streams built in. Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.
Sr Financial Analyst - FT - Days - Financial Analysis and Planning @ MV El Camino HospitalSr Financial Analyst - FT - Days - Financial Analysis and Planning @ MVMountain View, CA$57.75–$86.62 / hourEl Camino Health will provide reasonable accommodations to qualified individuals with a disability if that will allow them to perform the essential functions of a job unless doing so creates an undue hardship for the hospital, or causes a direct threat to these individuals or others in the workplace which cannot be eliminated by reasonable accommodation. Performs special projects and duties as assigned, including new departments or programs system set up, and problem solving around system and budget variances.
Financial Analyst, Generative AI Google LLCFinancial Analyst, Generative AIMountain View, CAPreferred qualifications: Strong data analytics background - ability to separately liase with partners in Product, Engineering, Partnerships and DS&E to understand datasets and run analyses to provide insights to partners and finance leadership. Conduct data-driven analyses to quantify the net financial impact of GAI products, including AI Overviews (AIO) and AI Mode (AIM), on business, query growth, core search metrics, and infrastructure/machine resource allocation.
Financial Analyst, Cloud Finance Google LLCFinancial Analyst, Cloud FinanceSunnyvale, CAPartner with stakeholders across Sales, Product, BD, and Controllership as a trusted strategic advisor and financial thought leader, influencing executive decision-making and ensuring alignment between functional roadmaps and corporate financial targets. As a key partner to the Engineering, Supply Chain, Demand Planning, Product, GTM Sales and Services organizations, you will provide the financial and strategic insight necessary to scale global footprint and lead the AI revolution.
Senior Financial Analyst, Supply Chain Finance Google LLCSenior Financial Analyst, Supply Chain FinanceMountain View, CAFrom developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Financial Analyst, YouTube Planning Google LLCFinancial Analyst, YouTube PlanningSan Bruno, CAProvide continuous improvement of the forecasting and close process through improved analytics and reporting, real-time validations of inputs, and clearer storytelling to focus on the big picture to finance leadership. Lead the consolidation and analysis of the monthly forecast for YouTube"s gross margin, identifying trends, risks, and opportunities to ensure leadership has the most up-to-date financial outlook.
Financial Analyst, YouTube Google LLCFinancial Analyst, YouTubeSan Bruno, CAFinancial Analyst YouTubeshare linkCopy linkemailEmail a friend corporate_fare YouTube place San Bruno CA USA bar_chart Mid Mid Experience driving progress solving problems and mentoring more junior team members deeper expertise and applied knowledge within relevant area. As a part of the YouTube Finance team you will be a part of the broader Strategy Analytics and Finance team SAF whose mission is to make YouTube commercially sustainable and more valuable by identifying and steering the business towards the biggest opportunities guiding the organization to make the best possible decisions and enabling effective implementation with proactive and trusted risk management.
Strategic Financial Analyst, Platforms and Devices Central Finance Google LLCStrategic Financial Analyst, Platforms and Devices Central FinanceMountain View, CAApplyshare linkCopy linkemailEmail a friendMinimum qualificationsBachelors degree in Business Finance Economics Statistics another quantitative field or equivalent practical experience4 years of experience in financial planning and analysis FP&A consulting or a related function or a relevant advanced degree. Google is a global company and in order to facilitate efficient collaboration and communication globally English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Financial Analyst, Technical Infrastructure Google LLCFinancial Analyst, Technical InfrastructureSunnyvale, CAThe Google Data Center team builds and operates private data center fleets in the world, and Google powers that fleet with renewable energy. Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Senior Financial Analyst Bloom EnergySenior Financial AnalystSan Jose, CaliforniaOur cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm. In this role, you will support the planning, forecasting, reporting, and analytics for a business or functional area — building models, preparing operating reviews, and partnering with the business on the analyses that drive day-to-day decisions.
Financial Analyst, Store Finance Ross Stores IncFinancial Analyst, Store FinanceDublin, CA$70,310–$101,400 / yearCOMPETENCIES: Communicates Effectively Ensures Accountability & Execution Manages Work Processes Organizational Agility Collaboration Analysis and Judgement Leading by Example Plans, Aligns & Prioritizes QUALIFICATIONS AND SPECIAL SKILLS REQUIRED: Bachelor''s degree required (preferably in an analytical field) Minimum 2-4 years of relevant work experience, with planning and forecasting experience desirable A clear understanding of basic financial concepts Detail oriented, with a strong emphasis on accuracy and timeliness. ESSENTIAL FUNCTIONS: Support Capital and Expense financial processes for Store Operations Provide financial support for Store Operations Expense and Capital spend by maintaining strong financial controls and forecast accuracy.
Senior Financial Analyst Weee! IncSenior Financial AnalystFremont, CAenhance operational expense tracking, regional and segment profitability reporting, and overall financial accuracy; transparency; drive efficiency initiatives within the Finance function by automating tasks using SQL and Tableau. Job Requirements: Job entails working with and requires bachelor's degree in finance or related fields with Candidate must have 2-years professional experience in: Strong analytical thinking & data-driven problem solving.
Sr Financial Analyst, FP&A (CIO/Technology) DLA Piper LLP (US)Sr Financial Analyst, FP&A (CIO/Technology)CA$89,991–$143,088 / yearYou will partner directly with the CIO, Technology leadership, executive leadership, and operational business owners to drive budgeting, forecasting, variance analysis, business case development, and investment decision support across infrastructure, applications, cybersecurity, digital transformation, and AI-enabled initiatives. While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
Revenue Financial Analyst Intel CorpRevenue Financial AnalystSanta Clara, CA$73,820–$96,100 / yearThis role sits in our Revenue and Pricing Finance organization focusing on performing financial forecasting, quarter close activities, and supporting business decision making. As strategic partners, we lead acquisitions and inorganic growth initiatives, managing transactions from ideation to completion while serving as trusted advisors to executive leadership.